Financial Management Expert Witness TX 529760


Expertise Description

I have over 30 years of consulting experience in finance with an emphasis in financial planning, as well as investment management. My areas of focus include analyzing investment criteria and strategies, investment options, taxation, costs, risk, expected performance, personal planning, wealth management, and retirement planning. I have provided courtroom testimony, consultations, and deposition as a financial management expert witness for over 15 years.

Areas of Expertise


Education

Degree Subject Institution
Certificate of Advanced Engineering Study Cornell University
M.S. Cornell University
B.C.E. Cornell University

Licenses Certifications

Certified Financial Planner
Accredited Investment Fiduciary

Awards & Affiliation

Certified Financial Planner Board of Standards (CFP BOG)
Financial Planning Association (FPA)
Academy of Financial Services (AFS)
Associate Member CFA Institute
Associate Member American Bar Association (ABA)

Primary Affiliation

Certified Financial Planner Board of Standards (CFP BOG)



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